Scott Morgenstern -10

SCOTT MORGENSTERN University of Pittsburgh Department of Political Science Center for Latin American Studies, 4807 Wesley W. Posvar Hall 4208 Wesley W. Posvar Hall Pittsburgh, PA 15260 Pittsburgh, PA 15260 http://www.polisci.pitt.edu/ http://www.ucis.pitt.edu/clas/ 412-648-7250 412-648-7392 [email protected] http://www.pitt.edu/~smorgens

ACADEMIC POSITIONS Director, Center for Latin American Studies, University of Pittsburgh, 2014- Associate Professor of Political Science, University of Pittsburgh 2005-present Assistant Professor of Political Science, Duke University. 1997-2005. Visiting Professor, Institute for Latin American Studies, University of Salamanca, Spain. 2001-2002. Assistant Professor, Division of Political Studies, Centro de Investigación y Docencia Económicas (CIDE). 1996-1997. Researcher, Universidad de la Republica, Uruguay. 1994-1995. Teaching Assistant, University of California, San Diego. 1990-1996.

DEVELOPMENT AND CONSULTING EXPERIENCE USAID, Prime investigator and author for 3 reports (conceptual framework, assessment tool, and evaluation methodology) about political party assistance programs. Available at: http://www.pitt.edu/~politics/faculty/faculty/Morgenstern/morgenstern- personalwebpage.html Research for this project undertaken in Indonesia and Peru; also managed teams in Ukraine and Morocco (2009-2011) Democracy International; Bangladesh Consultant for party development project, 2012 Organization of American States, Electoral Observation, Bolivia

EDUCATION University of California, San Diego; Ph.D. in Political Science, 1996. University of California, San Diego; M.A. in Political Science, 1993. Occidental College; B.A. in Political Science and Economics, 1985.

COURSES TAUGHT (GRADUATE AND UNDERGRADUATE LEVELS) Comparative Political Parties; Dictators and Democrats in Latin America (English and Spanish versions); Latin American Politics; Presidents, Parties, and Legislatures in Latin America; Democracy and Democratization in North America; Applications of Rational Choice; Political Institutions in Latin America; Comparative Legislative Politics; Congressional Policy Making; Statistics; Comparative Politics; US-Latin American Relations.

PUBLICATIONS University Press Books Patterns of Legislative Politics: Roll Call Voting in the United States and Latin America’s Southern Cone 2004. Cambridge University Press. Reviewed in Legislative Studies Quarterly, Perspectives on Politics; Política y Gobierno (Mexico); Journal of Politics) Comparative Political Studies; Annual Review of Political Science Scott Morgenstern -2

Legislative Politics in Latin America, co-editor (with Benito Nacif) and contributor, Cambridge University Press. 2002. (Chapters authored: “Towards a Model of Latin American Legislatures” and “Explaining Legislative Politics”) Reviewed in American Political Science Review’s Perspectives, the Journal of Politics, and Latin American Research Review Pathways to Power: Political Recruitment and Candidate Selection in Latin America, co- editor (with Peter Siavelis) and contributor. 2008. Pennsylvania State University Press.

Refereed Journal Articles "Seven Imperatives for Improving the Measurement of Party Nationalization with Evidence from Chile," with John Polga Hecimovich and Peter Siavelis Forthcoming. Electoral Studies. "Refining the Theory of Partisan Alignments: Evidence from Latin America" with Miguel Carreras and Yen-Pin Su. Forthcoming. Party Politics "Tall, Grande, or Venti: Presidential Powers in the United States and Latin America" with John Polga and Sarah Shair-Rosenfeld. Journal of Politics in Latin America, 5.2:2013 "Ni Chicha ni Limoná: Party Nationalization in Pre- and Post-Authoritarian Chile." 2013. Party Politics. With John Polga and Peter Siavelis “Explaining Hydrocarbon Nationalization in Latin America: Economics and Political Ideology,” with Andrae Marak and Ruben Berrios. 2011. Review of International Political Economy, Dec. 18:5 673-97. “Party Nationalization and Institutions” with Stephen Swindle and Andrea Castagnola. Journal of Politics. 2009. Reprinted as “Nacionalización De Partidos E Instituciones,” 2011 in Manuel Alcántara y Mercedes García Montero (edit.): Algo más que presidentes. El papel del Poder Legislativo en América Latina. Zaragora: Fundación Manuel Giménez Abad de Estudios Parlamentarios y del Estado Autonómico. “Campaigning in an Electoral Authoritarian Regime: The Case of Mexico” with Joy Langston. 2009. Comparative Politics. 41:2 165-81. “Candidate Recruitment and Selection in Latin America: A Framework for Analysis” with Peter Siavelis. 2008. Latin American Politics and Society. Wint. 50, 4:27-58. “Parliamentary Opposition in Non-Parliamentary Regimes: Latin America,” Journal of Legislative Studies. 2008, 14:1-2: 160-89. With Aníbal Pérez-Liñán and Juan Javier Negri. Also Reprinted as: “La oposición parlamentaria en regímenes presidenciales: El caso latinoamericano.” In ¿Qué pasa con la representación en América Latina?, ed. L. Béjar Algazi. Mexico: Congreso de México-UNAM- Porrúa, 13-50. “Scope and Trade Agreements” 2007. With Arturo Borja, Philippe Faucher, and Daniel Nielson, Canadian Journal of Political Science. 40,1: 157-83.

2 Scott Morgenstern -3

“The PRI’s Choice: Balancing Democratic Reform and Its Own Salvation,” 2006. with Adam Brinegar and Daniel Nielson. Party Politics; 12: 77 - 97. “Are Politics Local? An Analysis of Voting Patterns in 23 Democracies” 2005. with Stephen Swindle. Comparative Political Studies 38.2: 143-170. “The Components of Elections: District Heterogeneity, District-Time Effects, and Volatility,” 2005. with Richard Potthoff. Electoral Studies 24: 17-40. “Latin America's Reactive Assemblies and Proactive Presidents,” 2001. with Gary Cox. Comparative Politics 33,2: 171-90. *Recognized as runner-up in competition for best paper in Comparative Politics, 2001/2 by the Comparative Politics Section of APSA Reprinted as: "Legislaturas Reactivas y Presidentes Proactivos en America Latina" Desarrollo Económico: 41,163:373-394. Oct-Dic, 2001. “Better the Devil You Know than the Saint You Don't? Risk Propensity and Vote Choice in Mexico,” 2001. with Elizabeth Zechmeister, Journal of Politics 63,1:93-119. “Organized Factions and Disorganized Parties: Electoral Incentives in Uruguay,” 2001. Party Politics, 7,2: 235-256 Reprinted as “Grupos Organizados y Partidos Desorganizados: Incentivos Electorales en Uruguay” América Latina Hoy (2002) "The Incumbency Advantage in Multimember Districts: Evidence from the U.S. States." 1995. with Gary Cox, Legislative Studies Quarterly. 3:329-349. "The Increasing Advantage of Incumbency in the U.S. States.” 1993. with Gary Cox, Legislative Studies Quarterly. 4:495-514.

Professional Reports Democracy, Parties, and Party Systems: A Conceptual Framework for USAID Assistance Programs. 2011. with Andrew Green and Jeremy Horowitz. USAID Political Party Assessment Tool. 2011. with Andrew Green. USAID Evaluation Approaches for Political Party Assistance: Methodologies and Tools. 2011. with Steve Finkel, Andrew Green, and Jeremy Horowitz. USAID Peru Country Assessment Report. 2011. with Andrew Green. USAID Evaluation of USAID Political Party Programs: Indonesia. 2010. In conjunction with William Liddle. USAID

Review Essays and Chapters in Books "Party Nationalization," for Encyclopedia of Race, Ethnicity, and Nationalism, forthcoming. “Mexico” 2011. with Andrae Marak, Oxford Companion to Comparative Politics “Ideological Cohesion of Political Parties in Latin America” with Kirk Hawkins in Latin American Party Systems, Cambridge University Press 2009 “Metas E Desafios Do Estudo Comparativo De Legislativo,” with Juan Negri. For Legislativo brasileiro em perspectiva comparada. Ed. Lucio Renno. 2009 “Engagement or Isolation” with Andrae Marak. Harvard International Review. “Electoral Laws, Parties, and Party Systems In Latin America,” 2007. Annual Review of Political Science. (with Javier Vazquez). 10:143-68. Scott Morgenstern -4

“Political Recruitment and Candidate Selection in Latin America: A Framework for Analysis,” 2008. In Morgenstern and Siavelis. Pathways to Power. “Limits on Exporting the U.S. Congress Model to Latin America” 2006. in Exporting Congress, eds. Timothy Power and Nicol Rae. University of Pittsburgh Press. “Las Políticas comerciales en América del Norte: Una Comparación entre las Cadenas Industriales Textil y Automotriz,” with Arturo Borja Tamajo, Philippe Faucher, and Daniel Nielson. in A Diez Años del TLCAN. Mexico: El Colegio de Mexico. “Legislative Oversight: Interests and Institutions in the United States and Argentina,” with Luigi Manzetti, in Mainwaring and O’Donnell, Institutions, Accountability, and Democratic Governance in Latin America. 2003. Oxford University Press. “Explicando la Unidad de los Parlamentos en el Cono Sur” (“Explaining Parliamentary Unity in the Southern Cone”) in Alcántara and Barahona, Política, Dinero e Institutcionalización, Universidad Iberoamericana, Mexico.

Outside Grants US Agency for International Development, $685,000; For assessment of political parties and evaluation of party development programs around the world, 2009-11.

Dissertation The Electoral Connection and the Legislative Process in Latin America: Factions, Parties, and Alliances in Theory and Practice. 1996. Advisors Gary Cox and Paul Drake.

Foreign Language Publications (excluding translations) “Instituciones y Política Publica. El Proceso Presupuestario en el Uruguay 1985-1995” (Institutions and Public Policy: The Budget Process in Uruguay 1985-1995), 1998. With Juan Andres Moraes. in Caetano, Gerardo and Romeo Perez Anton, eds. with. Parlamento y Presupuesto: La Tramitación Legislativa del Presupuesto 1995 (Parliament and Budget: The 1995 Legislative Budgetary Process): Uruguay, CLAEH. "Triple Empata Electoral: Uruguay 1994." (“Three-way Tie: Uruguay 1994”) 1995. with Daniel Buquet, Voz y Voto. (Mexico) February. “The Success of Presidentialism? Breaking Gridlock in Presidential Regimes,” 2000. with Pilar Domingo, in Diego Valadés and Jose María Serna, eds. El Gobierno en America Latina: ¿Presidencialismo o Parlamentarismo (Government in Latin América: Presidentialism or Parlamentarism), Mexico City: Universidad Nacional Autonoma de Mexico. “Explicando la Unidad de Actores Legislativos” (Explaining the Unity of Legislative Actors) in edited volume, forthcoming. University de Salamanca, Spain.

Other Publications and Printed Interviews Interamerican Dialogue, Interview on Uruguayan elections, July 12, 2004 “Legislative Behavior and Reform Programs” in Democracy Dialogue (USAID Global Center for Democracy and Governance) May 2001 “Undermining Our Strength,” Editorial, News and Observer, 11/29/01

SELECTED PAPERS PRESENTED AND INVITED PRESENTATIONS State Department's Bureau of Intelligence and Research: Analytic exchange on Data- Driven Forecasting and Quantitative Analysis "Quantitative Studies of Legislative Politics" Arlington, VA 4/23/13 "Political Party Nationalization" Keynote address for Uruguayan Political Science Association. Nov 2012. "Political Party Nationalization: Causes, Consequences, and Methodology," FLACSO, Mexico, Sept. 2012 Explicando la Nacionalización de la Industria Hidrocarburo en América Latina: Economía e Ideología Política. XIII International Symposium over Latin American Thought. Santa Clara, Cuba. June 2012 “USAID Political Party Development Programs,” William and Mary, Sept. 2010 “Evaluation of Political Party Aid,” Wilton Park, England Foreign Aid Conference, March, 2010. “Parliamentary Opposition in Latin America,” Invited speaker, Oxford. Conference on multi-party presidential regimes. November, 2009. “Party Nationalization and Institutions,” APSA, Toronto, Sept. 2009 Roundtable on Pathways to Power, authors and critics. Midwest Political Science Association, Chicago. April 2009. “Retos para los Congresos en Desarrollo” (Challenges for Developing Legislatures) Mexican Association of Parliamentary Studies, Puebla Mexico. Sept. 2008 “Goals and Challenges for the Comparative Study of Legislatures” for Comparative Legislative Institutions, Brasilia, Brazil. May, 2008 “Rhetoric and Reality: Populism, Leftism, and Nationalization Schemes in Latin America,” Witherspoon Institute, Princeton University. Dec. 2007 “ Party Nationalization and Institutions” San Jose, Costa Rica. Short course on Comparative Political Parties. March 2008 June 2007. “ Electoral Systems and the Development of Parties and Party Systems,” Chicago: Midwest Political Science Association, 2006. “Party Nationalization and Institutions,” Washington, D.C.: American Political Science Association, 2006. “Local and National Effects in Mexican Elections” Puerto Rico, Latin American Studies Association. 2006. Commentator at US State Department Conference on Chilean Elections, Washington, Oct 2005. Commentator at “Comparative Analysis of Political Institutions” Princeton, April 2003. “Explaining Voting Unity in the Legislatures of the United States and Latin America” Washington: LASA 2003. “ Limits on Exporting the U.S. Congress Model” for conference entitled Exporting Congress? Florida International University, 12/2002. “Reinforced Agenda Control in the United States and Latin America” APSA 2002 “The Politics of Trade in North America: Comparing Models & Industries” LASA 2001 Scott Morgenstern -6

“Interests, Institutions, and Collective Action in North American Trade” with Dan Nielson, Washington: APSA, 2000. “Cohesion of Legislators in Latin America: Patterns and Explanations” with Kirk Hawkins, Washington: APSA. 2000. “Developing Oversight: The Legislatures in United States and Latin America” Conference and proposed book on Horizontal Accountability. Notre Dame, May, 2000. “Explicando la Unidad de Actores Legislativos” (Explaining the Unity of Legislative Actors), Conference on Latin American Legislatures, University of Salamanca, Spain, June 2000. "Legislative Politics in Latin America" William W. Brown, Jr. Conference in Latin American Studies, Chapel Hill, January 2000 "Determinants of Party Unity in the Southern Cone," Duke-UNC Program in Latin American Studies and The Working Group on Political and Economic Regimes, December 1999. “Better the Devil you Know: Risk Propensity and Partisanship in Mexico” with Elizabeth Zechmeister, Southwest Political Science Association, San Antonio. 1999. “Forms of Government: Presidentialism vs Parliamentarism” Law Department, National Autonomous University of Mexico (UNAM), 1999. “U.S. Models and Latin American Legislatures” APSA. 1998. “The Electoral Disconnection? A Comparative Examination of Political Incentives and Constraints and their Effects on Incumbency” with Daniel Nielson and Steven Swindle, APSA 1998. “Reactive Assemblies and Proactive Presidents: A Typology of Latin American Presidents and Legislatures” LASA 1998. “Western Models and Latin American Legislatures” for Conference on Latin American Legislatures.” CIDE, Mexico. 1998 . “The Success of Presidentialism? Breaking Gridlock in Presidential Regimes.” Comparative Politics Working Group, Duke University, 1997. “Electoral Systems and Party Cohesion” LASA, Guadalajara, 1997. "Parties and Legislatures: The Case of Uruguay." LASA, 1995. “Divided Government, World Experiences and Implications for Mexico” Various business associations in Mexico, 1997.

TEACHING AND PRESENTATIONS AT PROFESSIONAL SEMINARS "Comparative Legislatures" short course, University of the Republic, Uruguay (2012) “Evaluation of Political Party Aid,” Wilton Park, UK Foreign Aid Conference, March, 2010. “Parliamentary Opposition in Latin America,”Zaragoza (Spain) regional legislature; 2010 “Parliamentary Opposition in Latin America,” Invited speaker, Oxford. Conference on multi-party presidential regimes. November, 2009. “A Framework for Political Party Development” USAID Democracy and Governance Conference. June 2009 Research Methods in the Social Sciences, University of Costa Rica, San Jose, May 2006.

Master’s Program in Political Communication: Political Parties and Electoral Systems, University of Chihuahua, Mexico, July, 2004 Strengthening Democratic Institutions and Good Governance in Latin America, US Department of State, Office of External Research Bureau of Intelligence and Research. Washington, November 2003. Comparative Political Institutions, University of Salamanca and the International University at Andalucia (La Rabida) Spain, professional master’s degree program. 2001 Representation vs. Efficiency: Tradeoffs in Institutional Design, USAID 2nd Conference on Legislative Strengthening. June, 2000. North Carolina Center for International Understanding; "North Carolina and Mexico: Issues for Public Policy and Civic Leaders" (conference for state legislators and other leaders), 1999, 2000, 2001 El Proceso Legislativo en Uruguay (The Legislative Process in Uruguay”) Given for international training program for legislators and aids in the House of Representatives, Mexico. May 2000. Métodos de Investigación en Ciencia Política (Research Methodology in Political Science.” 2 week seminar given at Catholic University in Chile, Summer 1998.

Refereed Working Papers “The Success of Presidentialism? Breaking Gridlock in Presidential Regimes.” with Pilar Domingo. 1997. Working Paper. Mexico: CIDE “Spending for Political Survival: Elections, Clientelism, and Government Expenses in Mexico.” Working Paper. Mexico: CIDE. “The Selectoral Connection: Electoral Systems and Legislative Cohesion,” Working Paper. 1996. CIDE. “Generalizing the Electoral Connection Model.” 1997. Working Paper. CIDE.

ARTICLE AND BOOK REVIEWS Anonymous Reviews Cambridge University Press (3 books), American Political Science Review, American Journal of Political Science, Political Studies Quarterly, Política y Gobierno, Legislative Studies Quarterly, Journal of Politics, Comparative Politics, Comparative Political Studies, Political Analysis, Electoral Studies, Publius, Journal of Latin American Studies Published book reviews: Carey, John. 2008. Legislative Voting and Accountability. Cambridge University Press. In Political Science Quarterly Peeler, John A. Building democracy in Latin America. Boulder : Lynne Rienner Publishers, 1998.) in Australian Journal of Political Science, March 1999. Dominguez, Jorge. Democratic politics in Latin America and the Caribbean Baltimore, Md. : The Johns Hopkins University Press, 1998. In American Political Science Review, March 2000. Bacon, David. Children of NAFTA: Labor Wars on the US/Mexican Border “Free Trade’s Pressure Cooker” Harvard International Review 26.1:Spring 2004 Scott Morgenstern -8

SELECTED UNIVERSITY, DEPARTMENT, AND PROFESSIONAL ACTIVITIES University of Pittsburgh, search committee for Senior Director International Programs and director of University Center for International Studies (2014) Review committee, University of Pittsburgh Ridgway Center for International Security Studies University of Pittsburgh, Arts and Sciences Planning and Budget Committee (2014- present) Editorial Board, Legislative Studies Quarterly (2008-2011) University of Pittsburgh, Arts and Science Council (present) University of Pittsburgh, Graduate Affairs Council (2007-2010) University of Pittsburgh, Ad-hoc tenure committee (2007) University of Pittsburgh, Center for Latin American Studies, graduate awards committee Department of Political Science, activities include: chair and member of several tenure and mid-term review committees, graduate admissions committees, hiring committees, graduate affairs committee, organizer for Comparative Politics Reading Group Southern Political Science Association, Section Organizer for Latin American Politics 2007 Duke Center for Latin American Studies; faculty advisory council Latin American Political Institutions Section of Latin American Studies Association, co- founder and secretary. 2002 Reviewer for numerous journals, including American Political Science Review, American Journal of Politics, Journal of Politics, Electoral Studies, Comparative Politics, Comparative Political Studies, Política y Gobierno, Poltical Behavior, Legislative Studies Quarterly, and others

GRANTS AND AWARDS (OFF CAMPUS) USAID, $685,000 to study their party development programs around the world, (2009- 11) Runner Up for Luebbert Award, given for best paper in Comparative Politics, 2001/2. (“Latin America's Reactive Assemblies and Proactive Presidents,” 2001. with Gary Cox, Comparative Politics 33,2.) awarded by American Political Science Association’s Comparative Politics Section Trent Foundation, Duke’s Center for International Studies and Vice-Provost for International Affairs, and various sources at Wake Forest University. To support conference and edited volume on political recruitment (to be held in Spring, 2004 with Peter Siavelis at Wake Forest) Minister of Education, Spain. To support year as visiting professor (2001-2002) Trent Foundation, to support research on ideology and legislative voting (2001-2002) Colegio de Mexico, Programa Interinsitutional de Estudios sobre la Región de América del Norte (PIERAN) (Interinstitutional Program of Studies of the North American Region) support for myself and 3 other researchers for a tri-national study of the NAFTA negotiating process. Friedrich Ebert. Grant to study legislatures in Latin America. (The money funded the original conference that made possible Legislative Politics in Latin America).

1997-1998. Funds also contributed by the Mexican Congress, and at Duke, the Center for International Studies, the Office of the Provost, the Department of Political Science, and the Latin American Studies Program. North American Studies; for developing a new co-taught course on North American Studies Ford Foundation. Award to develop a more theoretically based course on Latin American politics.

SUPPORT FROM ON-CAMPUS CENTERS University of Pittsburgh: Center for Latin American Studies Global Studies Center European Union Center of Excellence/ European Studies Center Duke University Center for European Studies North American Studies Latin American Studies Arts and Sciences Research Council Program in Service Learning

FIELD RESEARCH AND INTERNATIONAL EXPERIENCE Uruguay, Fulbright funded trip to Argentina & Uruguay; offered short course and gave keynote address at Uruguay's political Science Association conference (11/2012) Cuba, Conference participation and academic inter-exchange, 7/12 Samoa, Interviews regarding political party organization (6/12) Bangladesh, May 2012. “Rapid appraisal” interviews to evaluate political party development for Democracy International (grantee from USAID) Indonesia, July 2010. Field research for USAID grant on political party development and USAID programs Peru, Oct 2009. Field research for USAID grant on political party development and USAID programs Bolivia, 1/09. Election Observer for Organization of American States. Costa Rica, 5/07, 3/08 Conferences, teaching, and research Israel, 7/07 Interviews about local and national campaigns Bolivia, 6/05. Field research on political divisions and presidential support. Mexico, USAID and CUNY funded course on comparative legislatures for legislators and aids. Mexico, 7/04. Visiting lecturer for Master’s degree course in Political Marketing. Spain, 2001-2. Visiting Professor, Center for Latin American Studies, University of Salamanca. Canada, Interviews for project on NAFTA negotiations and Lobbying in North America; 7/99 Spain; Archival research on political parties and the parliament 6/98 Chile; research on legislative organization, 8/98 Mexico; Research on the legislature and party strategies. 9/96-9/97 Scott Morgenstern -10

Uruguay and Argentina; Dissertation research on elections and the legislative policy process 11/94-9/95. Colombia; Focus on elections. 3/94. Mexico; Language and History. 7/91-9/91. Western Samoa; Peace Corps high school teacher, 1985-88.